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Berman Capital Advisors’s Chord Energy CHRD Stock Holding History

Berman Capital Advisors’s Portfolio CHRD Stock Details CHRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,795
Closed -$9K – 1490
2019
Q4 		$9K Hold
2,795
– – ﹤0.01% 766
2019
Q3 		$9K Buy
2,795
+996
+55% +$3.93K ﹤0.01% 739
2019
Q2 		$10K Buy
1,799
+1,141
+173% +$6.48K ﹤0.01% 713
2019
Q1 		$3K Buy
+658
New +$3.94K ﹤0.01% 984

Other funds holding CHRD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EECFV
EnCap Energy Capital Fund VIII Houston, Texas $84.9M AUM 18.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Berman Capital Advisors's CHRD Position: Q1 2020 in Review

Berman Capital Advisors sold out of Chord Energy (CHRD) in Q1 2020, closing a stake of 2,795 shares — an estimated $9K sold.

Berman Capital Advisors first reported a position in CHRD in Q1 2019 and held it in 4 quarters. The position peaked at $10K in Q2 2019. 172 funds tracked by Wall St. Rank hold CHRD as of Q1 2020.

  • Berman Capital Advisors reported no remaining Chord Energy position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 2,795 Chord Energy shares in Q1 2020, an estimated $9K.
  • Berman Capital Advisors first reported a position in Chord Energy in Q1 2019 and held it in 4 quarters.
  • Berman Capital Advisors's Chord Energy position peaked at $10K in Q2 2019.
  • 172 funds tracked by Wall St. Rank held Chord Energy as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.